Category: NetSuite ERP

NetSuite ERP

Link project task to a purchase order in NetSuite

Step 1: Allow purchase orders and/or vendor bills on projects Firstly, the need would have to be identified on which projects the expenses and purchases needs to be tracked on. Setting up a project to allow purchase orders or vendor bills also allows the same to be tracked on the associated project tasks. To allow… Continue reading Link project task to a purchase order in NetSuite

Recording Vendor Prepayments

In NetSuite, we can work with vendor prepayments in two different ways: The vendor prepayment is associated with a purchase order. We can associate one or more vendor prepayments with a purchase order for the same vendor. When the vendor prepayment and the purchase are associated, you can configure NetSuite to automatically apply the vendor… Continue reading Recording Vendor Prepayments

Set Date and Time value of a custom field based on User’s preferred Time Zone

To set the date and time value of a custom field based on User’s preferred Time Zone, we can use the sample script below.Script below captures the current date and time when the Sales Order record is created based on the User’s preferred Time Zone. For the sample, the User’s preferred Time Zone is ‘Asia/Manila’… Continue reading Set Date and Time value of a custom field based on User’s preferred Time Zone

Vendor Payments

Enter vendor payments to record when you pay a vendor bill. The payment records the payment date and the amount paid. By tracking payments you make to vendors, you know how much money you owe to specific vendors When you record a vendor payment, the payment posts to the journal accounts affected by the payment.… Continue reading Vendor Payments

The user is unable to view one of the accounts they have access to on the “View All Roles” page.

Customer has access to Account “124567 Company A” using the email address abc@noemail.com. The same customer was given access to another NetSuite account. For instance, Account 012456 Company B, using the same email address (abc@noemail.com). When the customer log in to his account, he cannot see the role/s assigned to him for Account 012456 Company… Continue reading The user is unable to view one of the accounts they have access to on the “View All Roles” page.

Multiple UOM in NetSuite

The Multiple Units of Measure feature enables to define various units used to stock, purchase, and sell inventory items, and track non-monetary accounts. If you are using the feature with inventory items, units of measure provides greater flexibility and accuracy when tracking and selling inventory. For example, you might purchase cable in pallets, stock the… Continue reading Multiple UOM in NetSuite

Inventory Detail Icon Not Showing

Scenario On an Item Fulfillment and Item Receipt page, the user is unable to see the Inventory Detail icon.  Solution If the Item uses Bins and is subsequently disabled (Use Bins check box = F), the Inventory Detail icon on the Item Fulfillment and Item Receipt records will be gone.  To solve: Edit the Item involved Use Bins: Enter checkmark Click Save

Hide Standard Fields and Subtabs of an Entity Record when using a Custom Role

Scenario The administrator created a Custom Role with Full Access for their developer to access the account and perform different type of customization. The administrator only want their developer to access the customization and have limited view access on the records. The standard field (e.g. Tax ID) and the subtab Bank Payment Details will be hidden for the Developer Custom Role. Solution I. Create a new… Continue reading Hide Standard Fields and Subtabs of an Entity Record when using a Custom Role

Prevent User From Editing or Creating of Sales Order Using Workflow

Scenario User needs to prevent certain role to create and edit Sales Order eventhough they have edit access for it. The edit access is needed so that files can be attached to the record.  Solution Navigate to Customization > Workflow > Workflows > New  Basic Information: Name: Enter Name Example: Prevent user from creating and editing of SO. Record Type: Select Transaction Sub types: Select Sales Order Execute as… Continue reading Prevent User From Editing or Creating of Sales Order Using Workflow